SFC
HIO

Strategic Financial Concepts’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Strategic Financial Concepts’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,670
Closed -$5.3K – 436
2024
Q2 		$5.3K Buy
+20,670
New +$78.3K ﹤0.01% 471

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Strategic Financial Concepts's HIO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2024, closing a stake of 20,670 shares — an estimated $5.3K sold.

Strategic Financial Concepts first reported a position in HIO in Q2 2024 and held it in 1 quarter. The position peaked at $5.3K in Q2 2024. 98 funds tracked by Wall St. Rank hold HIO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 20,670 Western Asset High Income Opportunity Fund shares in Q3 2024, an estimated $5.3K.
  • Strategic Financial Concepts first reported a position in Western Asset High Income Opportunity Fund in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Western Asset High Income Opportunity Fund position peaked at $5.3K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.